Capcom Co Ltd
(OTCPK:CCOEY)
$
13.27
+0.14 (+1.11%)
Market Cap: 11.10 Bil
Enterprise Value: 10.11 Bil
PE Ratio: 26.27
PB Ratio: 6.11
GF Score: 94/100 
Q1 2027 Capcom Co Ltd Earnings Call (Japanese) Transcript
Jul 28, 2026 / NTS GMT
Release Date Price:
$11.56
(+8.04%)
Key Points
Positve
- Capcom Co Ltd (CCOEF) reported a significant increase in Q1 FY2027 results, with net sales up 54.7% year-over-year and operating income up 66.9%, marking the 14th consecutive quarter of profit growth.
- The Digital Contents business saw strong performance, with total game sales reaching 23.81 million units, a 1.7x increase year-over-year, driven by the successful launch of a new major IP title that sold over 2.5 million units worldwide.
- The catalog sales of the Resident Evil series continue to perform exceptionally well, with titles like Resident Evil 4 and Resident Evil 2 seeing renewed sales momentum, contributing to the highest-ever catalog sales figures.
- The Arcade Operations business is performing well, with new store openings and strong performance in prize-winning games, leading to increased customer traffic and a positive outlook for the year.
- The company maintains a robust financial position with total assets of ¥341.3 billion and an equity ratio of 83.9%, providing a strong foundation for future investments and growth.
- Capcom Co Ltd (CCOEF) is seeing strong overseas demand, with 90.8% of game sales coming from international markets across 236 countries and regions, highlighting the global appeal of its IP.
Negative
- The Amusement Equipment business saw a slight decline in sales and profit year-over-year, with sales of ¥7.0 billion and profit of ¥4.6 billion, due to the timing of new arcade machine releases.
- The Arcade Operations business experienced a slight decrease in profit to ¥0.9 billion, attributed to increased expenses related to new store openings and associated timing costs.
- The company faces the challenge of maintaining momentum for its new IP titles, as the success of the latest release sets a high bar for future original game launches.
- While overall results were strong, the company noted that the first quarter results were partially boosted by the timing of releases, which may not be sustainable throughout the fiscal year.
- The company's guidance for the full year remains unchanged, suggesting that management expects a potential slowdown in growth in subsequent quarters despite the strong Q1 performance.
- There is a reliance on catalog sales of existing franchises like Resident Evil, which could pose a risk if the company fails to introduce new successful IPs to diversify its portfolio.
Operator
ããã§ã¯ãå®å»ã«ãªãã¾ããã®ã§ãã¯ããã«åºå¸èããç´¹ä»ãããã¾ãã ã¾ããåãã£ã¦å·¦æã«ã代表åç· å½¹å¯ç¤¾é·ãå·è¡å½¹å¡ãCHOãå®®å´ æºå²ã§ãããã¾ãã
å;å;æ;ºå;²;ä¼;ç;¾ã;ã;ã;³ã;³;æ;é;人äº;è²;ä;è;ï¼;CHOï¼;ã;æ;é;è²;å;è²;ä;è;ï¼;CFOï¼
æ ªå¼
®®´ - ¤«-«¬»»«¡¬»»
ãããããé¡ããããã¾ãã
Operator;å³;å;ç¾;å;æ ªå¼;ä¼;ç;¾ã;ã;ã;³ã;³;è²;å<
çæ§ããè¦ã¦ãå³æãå·è¡å½¹å¡å°å½¢ITé«æ ¡çµ±æ¬ã島å義ä¸ã§ãããã¾ãã
¶©,¤«-¡
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers